VWM

Valley Wealth Managers Portfolio holdings

AUM $1.39B
1-Year Est. Return 21.49%
This Quarter Est. Return
1 Year Est. Return
+21.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$699M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$13.1M
3
+$11.2M
4
LYB icon
LyondellBasell Industries
LYB
+$1.49M
5
VFC icon
VF Corp
VFC
+$1.39M

Top Sells

1
+$15.7M
2
+$11.1M
3
+$11M
4
DD icon
DuPont de Nemours
DD
+$1.57M
5
CAG icon
Conagra Brands
CAG
+$1.45M

Sector Composition

1 Financials 17.81%
2 Technology 17.63%
3 Healthcare 13.72%
4 Consumer Discretionary 10.13%
5 Consumer Staples 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$27K ﹤0.01%
+300
152
$26K ﹤0.01%
+122
153
$26K ﹤0.01%
450
154
$25K ﹤0.01%
400
155
$24K ﹤0.01%
350
156
$21K ﹤0.01%
283
157
$21K ﹤0.01%
970
-100
158
$21K ﹤0.01%
1,100
+300
159
$21K ﹤0.01%
400
160
$20K ﹤0.01%
485
+200
161
$20K ﹤0.01%
1,000
162
$19K ﹤0.01%
300
+100
163
$18K ﹤0.01%
368
164
$17K ﹤0.01%
100
165
$16K ﹤0.01%
+172
166
$15K ﹤0.01%
+10
167
$15K ﹤0.01%
540
168
$14K ﹤0.01%
235
169
$13K ﹤0.01%
575
170
$13K ﹤0.01%
+110
171
$11K ﹤0.01%
923
+173
172
$11K ﹤0.01%
+309
173
$10K ﹤0.01%
80
174
$10K ﹤0.01%
100
175
$10K ﹤0.01%
+90
5 6
7
8 9